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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 27 · EIN 20-0461050 | Advisory (Plan) | $31,555 |
PPPWU OF NORTH AMERICA1 year Filed as: PPPWU LOCAL 612M Service code 13 · EIN 22-2873827 | Contract Administrator | $14,974 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $13,990 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 720 EAST MAIN ST UNIT 2S · MOORESTOWN, NJ 08057 | Actuarial | $13,500 |
Filed as: GERSON & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $12,000 |
ORANSKY SCARAGGI & BORG P.C.10+ years Service code 29 · EIN 22-3522685 | Legal | $12,000 |
WASILEWSKI & KEATING PC10+ years Service code 10 · EIN 22-2676761 | Accounting | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 3.90% | 9.31%-5.4pp | 15.15%-11.2pp | 9.31%-5.4pp |
| Employer contribution / active EE | $2,483 | $13,179-81.2% | $16,134-84.6% | $13,179-81.2% |
| Participant deferral / active EE | $0 | $193-100.0% | $50-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |